Exit Planning Institute - Find a CEPA

Deborah L. Meyer, CFP®, CPA, and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder & lead advisor of WorthyNest®, a fiduciary, fee-only wealth management firm that guides Christian and Catholic parents through important financial decisions.

Deb is a Kiplinger contributor and has been featured in The Wall Street Journal, Forbes, and CNN Business among other online publications and podcasts. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree”, received the 2018 AICPA Standing Ovation Award, and is a member of several professional associations. Deb lives in Missouri with her husband Bryan and three sons.

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

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5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

Case Study

Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

Case Study

Case Study, CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..

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Case Study, CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..

Case Study: A Framework to Build Value

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Case Study

Case Study: A Framework To Build Value In Your Business

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Case Study: How to Strategically Build Transferrable Value

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Case Study

Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Case Study

CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..